Cerity Partners
IYW icon

Cerity Partners’s iShares US Technology ETF IYW Stock Holding History

Cerity Partners’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.6M Buy
97,544
+11,681
+14% +$2.68M 0.03% 420
2026
Q1 		$15.6M Buy
85,863
+6,379
+8% +$1.23M 0.02% 519
2025
Q4 		$15.9M Buy
79,484
+25,337
+47% +$5.07M 0.02% 480
2025
Q3 		$10.6M Sell
54,147
-1,201
-2% -$220K 0.02% 557
2025
Q2 		$9.59M Buy
55,348
+813
+1% +$123K 0.02% 554
2025
Q1 		$7.66M Buy
54,535
+2,664
+5% +$415K 0.02% 585
2024
Q4 		$8.27M Buy
51,871
+20,229
+64% +$3.2M 0.02% 549
2024
Q3 		$4.8M Buy
31,642
+8,262
+35% +$1.21M 0.01% 710
2024
Q2 		$3.52M Buy
23,380
+2,052
+10% +$284K 0.01% 716
2024
Q1 		$2.88M Sell
21,328
-1,791
-8% -$233K 0.01% 831
2023
Q4 		$2.84M Buy
23,119
+6,464
+39% +$732K 0.01% 670
2023
Q3 		$1.75M Sell
16,655
-3,249
-16% -$353K 0.01% 615
2023
Q2 		$2.17M Buy
19,904
+1,311
+7% +$129K 0.01% 706
2023
Q1 		$1.7M Buy
18,593
+8,687
+88% +$729K ﹤0.01% 771
2022
Q4 		$1.23M Sell
9,906
-6,202
-39% -$474K 0.01% 646
2022
Q3 		$1.18M Buy
16,108
+647
+4% +$54.9K 0.01% 475
2022
Q2 		$1.24M Buy
+15,461
New +$1.37M 0.01% 507

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Cerity Partners's IYW Position: Q2 2026 in Review

Cerity Partners increased its iShares US Technology ETF (IYW) stake by 14% in Q2 2026, buying an estimated $2.68M and bringing the position to 97,544 shares worth $24.6M. The position accounts for 0.03% of the portfolio, ranked #420.

Cerity Partners first reported a position in IYW in Q2 2022 and has held it in 17 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cerity Partners held 97,544 shares of iShares US Technology ETF worth $24.6M as of Q2 2026.
  • Cerity Partners bought 11,681 iShares US Technology ETF shares in Q2 2026, an estimated $2.68M.
  • iShares US Technology ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #420 holding.
  • Cerity Partners first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.